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Meridian Financial Services, Inc.
Meridian Financial Services, Inc. is a registered investment advisor and multi-family office serving wealthy families and individuals.
Meridian Financial Services, Inc.
Meridian Financial Services, Inc. is an SEC-registered investment adviser with $73 million in regulatory assets under management. The firm has 5 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Meridian Financial Services?
Public records do not name specific principals or investment committee members for this firm. The firm's leadership likely includes its founders or senior advisors, but names are not disclosed on readily available sources.
How does Meridian source proprietary deal flow?
The firm does not publicly detail its sourcing methods. As an RIA and multi-family office, it may generate opportunities through existing client relationships and external advisors. No proprietary deal activity is confirmed.
Is Meridian structured as a single family office or multi-family office?
Based on its registration as an RIA and the name 'Meridian Financial Services,' the firm operates as a multi-family office servicing multiple client families. This structure separates it from a single-family office dedicated to one fortune.
What investment stages does Meridian typically target?
Investment stage preferences are not publicly available. As a wealth management RIA, the firm may focus on liquid public markets and private placements suited to client portfolios. No stage bias is documented.
Does Meridian participate in fund commitments or only direct deals?
The firm's investment vehicle preferences are unknown. Most RIAs in its category use a mix of mutual funds, ETFs, and occasionally direct private placements. No specific pattern is confirmed for this firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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